✦ Now with AI Risk Analysis

Your portfolio,
finally understood.

Track every investment — stocks, mutual funds, ETFs, FDs — and get AI-powered insights on risk, concentration, and what to do next.

Free Always free tier
All-in-one Trades · MF · FD · Tax
2 min Setup time

↓ Live Dashboard Preview

Total Invested
₹12.4L
6 holdings
Current Value
₹15.1L
▲ +21.8%
Total P&L
+₹2.7L
Unrealised gain
XIRR
18.4%
Annualised
Allocation
Invested vs Current by Holding
What you get

Everything your portfolio needs

Built for Indian investors. Every asset class, every insight, one dashboard.

📊
Complete Portfolio Tracker
Equity, F&O, MF, SIP, FD, Bonds — all in one dashboard. See your true net worth with real-time NSE prices.
💸
Income & Expense Tracker
Import bank statements from SBI, ICICI, HDFC, Axis. Auto-categorizes UPI transactions. Monthly budgets with visual bars.
🤖
AI Portfolio Analysis PRO
Claude AI analyses your actual portfolio — risk concentration, tax efficiency, cash flow insights. Personalized, not generic.
💬
Genie AI Chatbot PRO
Ask anything — "how much STCG tax do I owe?", "which stock has my best return?", "am I saving enough?" Instant AI answers.
🧾
Tax Calculator PRO
Auto STCG/LTCG split, F&O tax summary, 87A rebate calculator, and tax-loss harvesting suggestions. Be ITR-ready in minutes.
📥
Smart Import & Export
Bulk import from Zerodha, Groww, or any broker. Import bank statements. Export to CSV anytime — free for all users.
Pricing

Simple, honest pricing

No credit card needed to start. Cancel anytime.

Monthly
Yearly
Free
₹0
Forever free
✓Unlimited equity trades & F&O log
✓MF / SIP / FD / Bond tracking
✓Income & expense tracker
✓Bank statement import (SBI, ICICI, HDFC…)
✓Portfolio dashboard & charts
✓CSV export (always free)
✓1 live price refresh / day
MOST POPULAR
Pro
₹599 ₹349
per month · 🎉 42% launch offer
✓ Save ₹3,600/yr vs full price · switch to Yearly for best deal
Yearly: ₹3,500/yr (₹292/mo) · save ₹688
🎉 Free for 7 days — no card needed
✓Unlimited trades
✓🔄 Live NSE prices (auto-refresh)
✓🤖 Unlimited AI analyses
✓☁ Multi-device cloud sync
✓📤 Export to Excel / PDF
✓📊 Portfolio Intelligence scores
✓Full tax breakdown & harvest tips
Common questions
Do I need a credit card to start?
No. The Free plan needs nothing at all. Pro trial requires a card only after 14 days.
Can I import my existing trades?
Yes — CSV import works for momentum trades, F&O/intraday, and MF/FD. Download our templates from the import page.
What happens to my data if I cancel?
Your data stays for 90 days after cancellation. You can export everything as CSV anytime before cancelling.
How does live price refresh work?
Pro users get NSE prices via Yahoo Finance, auto-refreshed every 5 minutes during market hours (9:15 AM – 3:30 PM IST). You can also trigger a manual refresh anytime.
Good morning 👋
📊 Portfolio Health Score
Based on your trades, diversification, and risk management
Loading health score...
Monthly P&L
Realised P&L per month across all buckets
Capital Allocation
by bucket
Invested vs Current Value
Equity · Trading · MF/FD · per bucket
📈
EQUITY
Equity Trades
⚡
F&O / INTRADAY
Active Trading
🏦
MF / FD
MF · FD · Bonds
Trading Cumulative P&L
Running total across all segments
Sector Concentration
momentum holdings only
Recent Activity
last 8 transactions
Add Stock
Manually record a stock trade — open position or closed
Trade Status
Stock Details
NSE / BSE symbol
Buy Details
Exit Details
Current Market Price
Leave blank to use buy price
Invested
—
Current / Exit Value
—
P&L (after fees)
—
Return %
—
Recently Added
0 trades
No trades added yet. Add your first stock above.
📥 Import CSV
Bulk import momentum trades, F&O/trading entries, or MF/FD/bonds
📂
Drop your CSV file here
or click to browse · .csv files only
🧾 Tax & ITR
Indian tax liability across all investment categories · FY
💼
Income Details
Add your salary to calculate accurate total tax including F&O, FD and other slab-rate income
🤖
AI Analysis — Powered by Claude
Claude analyses your real portfolio data — stocks, cash flow, tax impact — and gives you personalised, actionable advice. Pro feature — upgrade to unlock.
🤖 AI Analysis
Personalised insights powered by Claude AI · Based on your actual portfolio data
👤 Your Investor Profile Used by AI for personalised advice
🤖
Ready to analyse your portfolio
Claude will review your trades, MF/FD holdings, tax impact, and spending patterns to give you personalised, actionable advice.
⚙️ Settings
Customize your SmartFolio experience
🎨 Appearance
Theme
Switch between dark and light mode
Currency Format
Indian numbering system (1,00,000)
₹ Indian
👤 Account
Current Plan
Free
Change Password
💾 Data & Privacy
Export Portfolio
Download all your data as CSV
Sync from Cloud
Reload your portfolio from Supabase
Clear All Local Data
Removes all portfolio data from this browser. Cannot be undone.
ℹ️ About SmartFolio
Versionv1.0.0 Beta
Tax rulesFY 2025-26 Indian regime
Price dataNSE prices (5-min delay)
💬 Feedback & Feature Requests
Found a bug? Have a feature idea? We read every message — your feedback shapes what we build next.
⚡ Equity
Monthly rotation — open positions, closed trades, P&L per batch
· auto every 5 min
📭
No momentum trades yet
Add your first trade using Add Investment
🏦 MF / FD / Bonds
Mutual funds with SIP tracking · Fixed deposits · Bonds
📭
No entries yet
Use + Add FD/Bond for deposits & bonds, or + New SIP to add a mutual fund
⚡ Trading
Track every trade across your custom segments
💰 CAPITAL
📅 MONTH
📭
No trades yet
Click + Add Trade to log your first trade
💰 Cash Flow
Track income, expenses and savings
Month:
💸 Expense Breakdown
💰 Income Sources
📊 Income vs Expense
Transactions